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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1101
LCNB Corp
Ohio
$409K -$13.9K -200 -3%
SIM
1102
Sentry Investment Management
Wisconsin
$409K -$83.6K -1,205 -16%
WHG
1103
Westwood Holdings Group
Texas
$409K -$3.61K -52 -0.8%
KFGK
1104
Keystone Financial Group (Kentucky)
Kentucky
$408K +$12.8K +185 +3%
SWA
1105
SFMG Wealth Advisors
Texas
$407K +$114K +1,640 +35%
BEI
1106
Benjamin Edwards Inc
Missouri
$405K -$21.2K -306 -5%
SDAM
1107
Shulman DeMeo Asset Management
New York
$405K -$9.23K -133 -2%
NCM
1108
Novare Capital Management
North Carolina
$404K -$23.4K -337 -5%
CA
1109
CSM Advisors
Pennsylvania
$403K -$76.3K -1,100 -15%
NRA
1110
NSI Retail Advisors
Pennsylvania
$403K -$76.3K -1,100 -15%
TCMP
1111
Thrive Capital Management (Pennsylvania)
Pennsylvania
$402K -$40.5K -584 -9%
VFP
1112
Verus Financial Partners
Virginia
$401K +$12.5K +180 +3%
MWM
1113
Mission Wealth Management
California
$401K +$1.74K +25 +0.4%
BAM
1114
BOS Asset Management
Illinois
$399K – – –
AO
1115
Advisor OS
Illinois
$399K -$521K -7,504 -55%
FOFP
1116
Fee-Only Financial Planning
South Carolina
$398K – – –
DI
1117
Diligent Investors
California
$397K +$347 +5 +0.1%
HWA
1118
Heritage Wealth Advisors
Virginia
$395K -$41.6K -600 -9%
PCM
1119
Penserra Capital Management
California
$394K -$66.1K -953 -13%
PA
1120
PFW Advisors
Georgia
$394K – – –
CWM
1121
Cornerstone Wealth Management
Missouri
$394K -$208 -3 -0%
MSWM
1122
McGlone Suttner Wealth Management
Wisconsin
$394K +$20.3K +292 +5%
FAM
1123
Formidable Asset Management
Ohio
$393K – – –
PFG
1124
Prosperity Financial Group
California
$393K +$7.84K +113 +2%
DA
1125
Doliver Advisors
Texas
$393K +$6.94K +100 +2%
43 44
45
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